Kinfolio Portfolios
Jeremy James Goh
Kinfolio keeps several portfolios on your iPhone and iPad. Add a buy, a sale, or cash yourself, or import a Delta CSV. Positions and cost come from those transactions. When a price is available, the total is today’s worth. Pick another currency and the total and chart convert with a delayed exchange rate. Each holding stays in its own currency. A range shows the change in worth and a time-weighted return. Money you deposit or withdraw is left out of the percent. A split is not a gain. Dividends still held as cash are included, and dividends received this year are listed under the total. Portfolios stay in your iCloud account and sync to your other iPhones and iPads. Invite another Apple ID to share one portfolio. Kinfolio does not connect to a broker. Face ID, Touch ID, Optic ID, or your device passcode locks the app when you leave it.
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